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THE ART OF ORIGINATION

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How to Leverage Different Social Media Platforms for the Mortgage Industry

There are so many social media platforms out there these days, it can be overwhelming to know how to use each one to your best advantage. Do you dust off your dance moves and TikTok with the best of them or spend your time and efforts nurturing your Facebook followers? If you’re confused about ...

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Re-Engage Past Clients and Fill Your Loan Pipeline

Do you have a plan to re-engage past clients you’ve done business with? Unlike cold leads, these are people who already know you. And as long as the transaction went well, they already like and trust you. In fact, you are already over the first few hurdles to getting someone to do business with ...

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Year-end Business Planning Tip: Evaluate Your Mortgage Marketing

Mortgage marketing is one of those things you can easily throw money at (because you know how important it is) without ever carving out the time to evaluate what that marketing is actually doing for your business. While that’s understandable, especially in a busy year like 2020, analyzing your ...

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How Year-end Business Financial Planning Impacts Your 2021

If 2020 has taught us anything, it’s that you simply cannot be too prepared. That goes double for your year-end business financial planning. It’s almost certainly far from the sexiest topic on your mind this time of year (no judgement if it is), but it is definitely one of the most necessary. ...

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Year-end Business Planning Tip:  Evaluation of Yourself and Your Team

Here we are, nearing the end of 2020. How would you rate 2020? Do you want more years like this one? We’ve heard from many loan officers that they haven’t had a chance to come up for air and that the business just keeps coming. This is a great problem to have, but don’t forget to carve out some ...

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Why Q4 Planning for Your Mortgage Business is So Important

This time of year is busy with the holidays, and of course, business as usual—that’s even more true in 2020. But Q4 planning for your mortgage business is important, and it’s worth taking some time to really focus on it rather than letting it slide during the end-of-the-year hustle. Here are some ...

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Tax Planning Strategies for Your Mortgage Business

That’s right, it’s time to talk about every loan officer’s favorite subject—tax planning strategies for your mortgage business! While this is not the most exciting topic, it’s important because what you do now can help you save on taxes by reducing your taxable income, and sometimes, even your tax ...

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5 Reasons Why You Should Start Database Marketing Right Now

If you’re not nurturing current, past, and prospective clients through database marketing, you could be missing out! Your book of business should include the people most likely to give referrals or do repeat business with you because you’ve already established the know, like, and trust factor. It’s ...

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Tips To Keep Your Mortgage Business Running Effectively While on Vacation

No matter how much you love your job, everyone needs a break from work now and then. Whether you’re vacationing for a few days or a few weeks, it’s important to know how to keep your mortgage business running without the wheels falling off. This is even more important during peak busy times like ...

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5 Key Ways To Support Your Realtors and Referral Partners in 2020

The mortgage and real estate industries have been on a bit of a rollercoaster in 2020, and it’s not the rollercoaster we expected. These highs and lows have been driven mostly by the arrival of COVID-19 and the ever-changing restrictions for operating that go with reopening businesses. One thing ...

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How to Market to Realtors as a Loan Officer
How to Market to Realtors as a Loan Officer
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Top 6 Loan Officer Strategies to Grow Your Customer Base
Top 6 Loan Officer Strategies to Grow Your Customer Base
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5 Ways to Stand Out as a Mortgage Loan Officer in 2024
5 Ways to Stand Out as a Mortgage Loan Officer in 2024
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How to Capitalize on the Loan Officer-Realtor Relationship
How to Capitalize on the Loan Officer-Realtor Relationship
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Facebook Marketing for Loan Officers
Facebook Marketing for Loan Officers
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9 Ways to Stay Engaged with Past Clients After Loans are Sold
9 Ways to Stay Engaged with Past Clients After Loans are Sold
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